Citing “Societal Need” for Planning, Northwestern Mutual Makes M&A Play

Posted date: February 28, 2018 In: QuickPress

Northwestern Mutual, the parent of No. 5 IBD Northwestern Mutual Investment Services, took a majority stake in consulting firm ClientWise, the two firms announced this week. The partnership will give Northwestern’s advisors access to coaching and digital tools while providing ClientWise with capital.

To read the full article in FinancialPlanning, click: Citing “Societal Need” for Planning, Northwestern Mutual Makes M&A Play.

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National Association of Certified Valuators and Analysts

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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